Skip to main content

Fosun International Ltd

Location
HONG KONG, F4
Portfolio Value
Small $402,680,106
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,252 / 8,811 ▼ 117
Top Industry
Luxury Goods 36.7%
Period ended 4 months ago
Filed Aug 12, 2026 · 2mo
26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Concentrated
The top 10 positions are 86.9% of the book (60%+)
Turnover
Low turnover
20.6% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 12.2 quarters (12+), a floor since 1.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 89.3%; sector active share 57.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
32.8%
−7.9 pts
Top 5
79.9%
−2.0 pts
Top 10
86.9%
−0.9 pts
HHI
1,889
Sep 2023 → Jun 2026 · range 1,889 – 5,118
Moderately concentrated−395

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Consumer Cyclical 51.1% $205,659,702
Healthcare 22.8% $91,858,494
Unclassified 10.8% $43,659,689
Technology 6.8% $27,574,946
Financial Services 4.9% $19,928,001
Industrials 1.6% $6,330,606
Communication Services 1.4% $5,516,860
Consumer Defensive 0.3% $1,380,664
Basic Materials 0.1% $472,050
Energy 0.1% $299,094

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
11 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
17 positions
Ticker Δ Shares Shares Value Open
— −1,173 7,943 $1,313,613

New Positions

Positions the filer opened this quarter
14 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
8 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
67 tracked positions · $402,680,106 total · filing declares 73 positions · $446,237,185 · as of Jun 30, 2026
Showing 1–50 of 67 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
7,943 $1,313,613 0.33%

Showing the top 50 of 67 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.